Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,801
Closed -$272K 72
2019
Q4
$272K Hold
1,801
0.14% 62
2019
Q3
$262K Sell
1,801
-636
-26% -$92.5K 0.14% 63
2019
Q2
$400K Buy
+2,437
New +$400K 0.18% 60